The policy is to vacate the cage and change the bird, and the domestic innovative drugs may usher in a dividend period in the next ten years

 In recent years, China's pharmaceutical industry has continued to pick up.
According to data, in the first half of 2021, the operating income of enterprises above designated size in the pharmaceutical manufacturing industry increased by 28% year-on-year to approximately 140.
69 billion yuan; the total realized profit increased by 88.
8% year-on-year to approximately 300.
04 billion yuan
.
While China's pharmaceutical industry continues to pick up, the field of innovative drugs is also booming.
According to the industry, driven by policies, China's transformation from a major pharmaceutical country to an innovative drug power has become a development trend in the new era
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"With the support of China's macroeconomic policies, the market is shifting from paying for original research drugs to paying for innovative drugs.
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" According to industry insiders, in 2015, China's drug review reform was officially launched, and a series of policies were introduced to speed up the launch of innovative drugs.

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In 2018, after the implementation of the Hong Kong Stock Exchange's new IPO regulations and the fifth set of standards on the Science and Technology Innovation Board, pharmaceutical companies have a core product that has been approved to carry out phase II clinical trials, and they can be listed even if they are not profitable
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In July 2020, the new version of the "Administrative Measures for Drug Registration" was formally implemented to provide a channel for accelerated listing of innovative drugs
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With the support of a series of policies, the field of innovative drugs has ushered in major development opportunities
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The above-mentioned people predict that in the next 5-10 years, the proportion of innovative drugs in China may increase to 40%-50%.
Both multinational pharmaceutical companies and domestic pharmaceutical companies will develop in the direction of innovative drugs
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In addition, industry insiders also said that in recent years, the introduction of policies such as import "zero tariff", review and approval system reform, consistency evaluation, and medical insurance negotiations are forcing pharmaceutical companies to develop in the direction of innovation
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The support of policies and the pursuit of capital have made investment in innovative drugs unparalleled among the crowds
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For example, in the 2021 medical insurance negotiations conducted on November 9-11 this year, according to the list, 271 varieties have passed the preliminary formal review, of which 93.
02% of the drugs are new drugs approved for marketing after 2016
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In addition, about 20 innovative drugs participated in the "national talks" for the first time, including CAR-T cell therapy drugs Akirensai and vedicitumumab
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On November 10th, the much-watched PD-(L)1 also opened the "national talk"
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In addition, judging from the results of the "National Talks" from 2017 to 2020, the proportion of newly-approved products in the included varieties has continued to increase
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According to the industry, the negotiation of the National Medical Insurance Catalogue has become an important catalyst for the volume of innovative drugs
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For example, Cinda Bio's PD-1 inhibitor Sintilimab, which has been included in the National Medical Insurance Catalogue, data shows that its sales revenue for the whole year of 2020 will exceed 2.
2 billion yuan, and its sales in the first three quarters of 2021 will exceed 2.
2 billion yuan.

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For the development of innovative drugs, the country is making continuous efforts
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Analysts said that continuing to be optimistic about innovative drugs, at least the next one to two years will definitely be a prosperous industry in the large pharmaceutical industry chain
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The author was informed that in recent years, domestic pharmaceutical companies are also actively deploying innovative drugs in the field and have achieved certain results
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For example, Yuanda Pharmaceutical disclosed on November 9 that the company's innovative drug STC3141 for the treatment of acute respiratory distress syndrome (ARDS) has been administered to the first patient in its Phase Ib clinical trial in China
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It is reported that Broad Pharmaceutical’s STC3141 is an innovative product with a new mechanism of action.
It neutralizes extracellular histones and neutrophil trapping nets to reverse the organ damage caused by the body’s excessive immune response.
It can be used for a variety of severe indications, including sepsis.
And ARDS and other diseases with high clinical mortality and lack of effective treatment drugs
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On November 9, Lianhuan Pharmaceutical also issued an announcement stating that the company’s collaboration with the Shanghai Institute of Materia Medica, Chinese Academy of Sciences, was approved for clinical trials of the class 1 anti-tumor innovative drug LH-1802 capsules, and will start relapse or refractory in the near future.
Clinical trials of acute myeloid leukemia and myelodysplastic syndromes
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Driven by policies and the promotion of medical technology, the commercialization of innovative drugs has been greatly accelerated, and the growth rate in the next few years will be very impressive
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The industry believes that with the emergence of new technologies, new products, new applications, and new platforms, China's innovative drugs will usher in a relatively good dividend period in the next ten years, and a bunch of relatively excellent innovative drug companies can be brewed in this process
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